Built to Perform
Each Ancora investment strategy is carefully architected to preserve and grow capital and each asset class is supported by a dedicated internal asset management team. With multiple CFAs, our depth of experience and asset class specialization allow us to generate alpha for our clients in an uncertain market.
The Ancora investment team has the breadth of expertise and operational structure of a global institution, with the responsiveness and flexibility of a boutique firm. We have managed portfolios across market cycles and consistently achieved desired outcomes for a range of high-net-worth, non-profit and institutional client mandates.
Investment Products and Strategies
Focuses on less followed names while also employing several “niche” strategies. Dynamically allocates to four strategies and targets low beta.
Small Cap Activist
Absolute return fund invests in under-managed and undervalued but high-quality businesses, hedges single names and overall portfolio risks while targeting low beta.
Select small cap activist co-investment opportunities are offered to institutional investors.